Hamburg Summit Days 2 & 3: Iain Duncan Smith, Fondsfrauen, SharingAlpha, Morningstar

InvestmentEurope‘s Pan European Summit Hamburg 2018 featured a keynote from leading Brexiteer Iain Duncan Smith on its second day – outlining the reasons why investors should be “optimistic” about the opportunities that this political sea-change could usher in.

As a former leader of the Conservative Party and subsequently cabinet member as secretary of State for Work and Pensions in 2010-16, ‘IDS’ laid out his view on the way negotiations should be driven between London and Brussels.

Also outlined as key topic for delegates on the second day of the event was diversity: a presentation by Manuela Froehlich, global head of Business Development at LRI Group and co-founder of Fondsfrauen outlined the development of the womens network in the DACH markets, and its ongoing research together with organisations such as KPMG, to highlight the diversity issues facing the industry and improvements envisaged.

Oren Kaplan, CEO and co-founder of SharingAlpha, explained the story of the platform built for professional fund investors – fund selectors – to help build ongoing track records of their work; he also outlined the involvement of SharingAlpha in the InvestmentEurope Fund Manager of the Year Awards 2018/19.

The final day of the Summit saw a fireside chat on the topic of ESG and how fund ratings of funds for ESG factors is emerging. The discussion between Jonathan Boyd, editorial director of Open Door Media Publishing, publisher of InvestmentEurope, and Ali Masarwah, director, Editorial Research EMEA, Morningstar Europe, highlighted that the number of ESG funds per se is relatively low, but that for the majority of funds there are improving methodologies for assigning ESG ‘scores’ to better help investors compare funds on ESG factors in addition to more traditional metrics.

The Hamburg Summit took place at the Hotel Sofitel Hamburg on 17, 18 and 19 October, targeting over 50 fund selectors from across Europe.

The Summit brought together 10 asset management groups commenting on the different asset classes and on current investment trends, including Candriam, Tokio Marine AM, Invesco, Danske Invest, Janus Henderson, Columbia Threadneedle, Eurizon, Guinness AM, Odey AM and Stewart Investors (First State).


Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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